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1.7

2019-06-08

New Data Export

There are new export options like income & expense statement, balance report and trial balance. Also reports are now called transaction reports. Transaction reports don’t show an account overview anymore. The sum of amounts (grand total) for every account is now shown under the list of transactions. You can also now change the exported period in the export configuration screens.

Improvements

  • Supports Capital One CSV import
  • Reduces text sizes in exported PDF documents

Bug Fixes

  • Fixes ab issue where OTP Bank CSV files could not be parsed
  • Fixes ab issue where cleared column is ignored when using the Automatic preset
  • Fixes ab issue where importing a debit transaction for an asset account results in an expense

1.6.2

20-12-2018

Improvements

  • Use selected account when creating new transaction
  • Use date of selected transaction when creating new transaction
  • Make it visually clear when a transaction is in the future

1.6.1

8-11-2018

Improvements

  • Add presets for YNAB and Banktivity CSV files
  • Add option to specify account delimiter when importing CSV file

Bug Fixes

  • Fixes duplicated repeating transactions
  • Fixes an issue where changing the date of repeating transaction doesn’t update future transactions

1.6

6-11-2018

New Features

  • Balances of your asset accounts are now visualised in a line chart
  • Support for dark appearance on macOS Mojave
  • Support for Continuity Camera on macOS Mojave to scan invoices with your iOS device

Other Improvements

  • Income and expense statistics are now more compact and give a better overview.

1.5.1

28-06-2018

Improvements

  • Updates wording when editing or deleting repeating transactions
  • Can open currently viewed transactions in a new window

Bug Fixes

  • Fixes date format preview when customise the imported CSV date format
  • Fixes bug where app hangs indefinitely

1.5

30-05-2018

New Features

  • Accounts can have a default currency. For example if you are abroad and make purchases in Euro, you can assign Euro as currency to your “Holiday” account.
  • Finances automatically analyzes your data to detect duplicate transactions. All of this is done locally on the device.

Other Improvements

  • Recent transaction imports are now listed in the journal overview.
  • Auto correction is enabled for transaction note

Bug Fixes

  • Fixes issues with Cloud Sync

1.4.1

28-04-2018

Improvements

  • Supports exporting report as PDF
  • Exports attachments as separate files for report
  • Supports importing mBank (Poland), Money and iFinance app CSV files

Bug Fixes

  • Fixes CSV preset for Debit & Credit app
  • Fixes a bug where attachment file is deleted if the same file is added on different devices
  • Fixes a bug where attachment file is deleted after restoring a backup
  • Fixes a bug where on small screens the bar chart in the statistics view gets clipped
  • Fixes a crash when pasting posting amount into text field and then undoing it using Cmd+Z

1.4

05-04-2018

New Features

  • Provides more ways to create income, expense and transfer transactions by right-clicking on an account in the sidebar
  • Recognizes QR-Codes based on the European SEPA Credit Transfer guideline and the Austrian Registrierkassensicherheitsverordnung
  • Supports Ether crypto currency
  • Supports importing CSV files from the SEE Finances 2 app
  • Today and Last Month are now included by default in Quick Search suggestion

Further Improvements

  • Uses currency code instead of symbol when exporting transactions as plaintext

1.3.1

30-01-2018

New Features

  • Quick Search: Search for transactions, filter transactions by keywords or quickly jump to specific sections in the app.
  • Net Income statistic: See your net income (income – expenses) in a beautiful bar chart.

Other Improvements

  • Groups transactions by year
  • In transations list shows the balance of the selected account – previously always the balance of the first posting account was shown
  • Improves import for MoneyWiz, Quicken and Mint CSV files
  • CSV import allows ignoring warnings
  • CSV export includes the account hierarchy

Bug Fixes

  • Fixes plaintext export to be compatible with ledger-cli
  • Fixes appearance of statistics view in French
  • Fixes issue where attachments, which were added to a transaction using drag & drop, were not saved immediately
  • Fixes appearance issues under High Sierra

1.3

14-12-2017

New Features

  • New statistics
  • Bitcoin support
  • User interface matches Finances for iOS

Other Improvements

  • Supports filtering of transactions by account and currency
  • Supports showing only repeating or uncleared transactions
  • Supports adding attachments to new and existing transaction using Drag & Drop
  • Supports importing CSV files from Pocket Money and Erste Bank Hungary
  • Exported CSV file includes cleared column
  • Fixes CSV import issue if the amount contains + (plus)
  • Fixes issue where endlessly recurring transactions are not created
  • Plaintext format of transactions is compatible with ledger-cli

1.1.1

28-07-2017

  • Improves CSV import
  • Supports Bawag PSK, PayLife and Diners Club CSV files
  • Finances is not launched anymore, when double-clicking on a CSV file in Finder

1.1

01-06-2017

Enhanced CSV Import

  • Imports CSV files from other financing apps and banks
  • Exports transactions as CSV file

More New Features

  • Adds payee and number field to transactions
  • Edits the account, counter account, currency and payee of multiple transactions at once
  • Provides options to sort accounts by name, last used and color
  • Supports copy and paste of transactions
  • Adds setting to switch between dark and light appearance

1.0.1

15-04-2017

  • Makes it easier to update the amount of existing transactions
  • Fixes bug where transactions are deleted when merging accounts
  • Fixes bug where attachment disappeared
  • Imports currencies from CSV files

1.0

12-04-2017

First release on the App Store.

1.7

2019-06-08

New Data Export

There are new export options like income & expense statement, balance report and trial balance. Also reports are now called transaction reports. Transaction reports don’t show an account overview anymore. The sum of amounts (grand total) for every account is now shown under the list of transactions. You can also now change the exported period in the export configuration screens.

Improvements

  • Supports Capital One CSV import
  • Disables editing of note, payee and number in transaction detail screen
  • Reduces text sizes in exported PDF documents

Bug Fixes

  • Fixes ab issue where OTP Bank CSV files could not be parsed
  • Fixes ab issue where new transaction could not be created from Quick Actions when Lock On Exit was enabled
  • Fixes ab issue where cleared column is ignored when using the Automatic preset
  • Fixes ab issue where importing a debit transaction for an asset account results in an expense

1.6.2

20-12-2018

Improvements

  • Use selected account when creating new transaction

Bug Fixes

  • Fixes crash when having large text sizes enabled
  • Fixes an issue when entering diacritic at the end of an account name
  • Fixes an issue when entering notes with asian keyboard

1.6.1

8-11-2018

Improvements

  • Add presets for YNAB and Banktivity CSV files
  • Add option to specify account delimiter when importing CSV file

Bug Fixes

  • Fixes duplicated repeating transactions
  • Fixes an issue when entering decimal number
  • Fixes an issue where changing the date of repeating transaction doesn’t update future transactions

1.6

6-11-2018

New Features

  • Balances of your asset accounts are now visualised in a line chart
  • Transaction templates lets you predefine postings, note and payee for new transactions. On iOS 12 you can add transaction templates to Siri as shortcuts.

Other Improvements

  • Income and expense statistics are now more compact and give a better overview.
  • Weekly and monthly report notifications now show bar charts of your income and expenses.
  • Transaction reminder notifications lets you mark due transactions as cleared or uncleared.

1.5.2

01-08-2018

Improvements

  • Update wording when editing or deleting repeating transactions

Bug Fixes

  • Fix bug where app hangs indefinitely

1.5.1

01-06-2018

Bug Fixes

  • Resolves an issue when entering decimal numbers

1.5

30-05-2018

New Features

  • Accounts can have a default currency. For example if you are abroad and make purchases in Euro, you can assign Euro as currency to your “Holiday” account.
  • Finances automatically analyzes your data to detect duplicate transactions. All of this is done locally on the device.
  • Recent transaction imports are now listed in the journal overview.

Other Improvements

  • Authentication is only 30 seconds after last authentication required
  • Transaction can be duplicated
  • Swipe actions let your mark a transaction as un-/cleared, duplicate and delete a transaction

Bug Fixes

  • Fixes a bug where decimal number could not be entered
  • Fixes issues with Cloud Sync

1.4.2

28-04-2018

Improvements

  • Supports exporting report as PDF
  • Exports attachments as separate files for report
  • Allows adding new accounts when creating a new transaction
  • Provides taptic feedback while scanning invoices
  • Supports importing mBank (Poland), Money and iFinance app CSV files
  • Makes sure that transactions, which occur at the same date, are ordered correctly

Bug Fixes

  • Fixes crash when entering note or payee
  • Fixes bug where description of current day were Yesterday, or Tomorrow
  • Fixes CSV preset for Debit & Credit app
  • Fixes a bug where attachment file is deleted if the same file is added on different devices
  • Fixes a bug where attachment file is deleted after restoring a backup

1.4.1

05-04-2018

Bug Fixes

  • Fixes a crash when deleting a journal
  • Fixes a bug where list of transactions never finishes loading

1.4

05-04-2018

All New Features

  • Scans invoices and attaches them to transactions as PDF document
  • Recognizes QR-codes based on the European SEPA Credit Transfer guideline and the Austrian Registrierkassensicherheitsverordnung
  • Sends weekly and monthly summary notifications of your income and expenses
  • Suggests note and payee based on previous transactions similar to Finances 1
  • Supports Ether cryptocurrency
  • Allows exporting transactions for a specific period

Further Improvements

  • Supports importing CSV files from the SEE Finances 2 app
  • Select an account statistic to see the associated transactions
  • Today and Last Month are now included by default in Quick Search suggestion
  • Shows account balance only for currencies which are shown for a transaction
  • Shows action sheet when creating new transaction using a Quick Action

Bug Fixes

  • Fixes bug where user interface is not updated when transaction was edited
  • Fixes bug where date of new transaction is not today

1.3.1

30-01-2018

New Features

  • Quick Search: Search for transactions, filter transactions by keywords or quickly jump to specific sections in the app.
  • Net Income statistic: See your net income (income – expenses) in a beautiful bar chart.

Further Improvements

  • Keeps you inside the app when showing the help webpages
  • Groups transactions by quarter or year when using Quick Search
  • In transations list shows the balance of the selected account – previously always the balance of the first posting account was shown
  • Improves import for MoneyWiz, Quicken and Mint CSV files
  • CSV import allows ignoring warnings
  • CSV export includes the account hierarchy

Bug Fixes

  • Fixes issue where exporting transaction as CSV file, report or backup couldn’t be cancelled
  • Fixes bug where statistic values were truncated
  • Fixes bug where reordering accounts via Drag & Drop didn’t work on iPhone

1.3

14-12-2017

This version introduces a new user interface which makes it easier to manage your finances.

Other improvements are

  • New statistics
  • Drag & Drop on iPad
  • iPhone X and Face ID support
  • Bitcoin support
  • Dark Theme when using Smart Color Invert

Further changes

  • Supports filtering of transactions by account and currency
  • Supports showing only recurring or uncleared transactions
  • Supports hiding accounts in the account list similar to Finances for Mac
  • Supports adding attachments to new and existing transaction using Drag & Drop on iOS 11.
  • Supports importing CSV files from Pocket Money and Erste Bank Hungary
  • Exported CSV file includes cleared column
  • Fixes CSV import issue if the amount contains + (plus)

1.2.1

28-07-2017

  • Improves CSV import
  • Supports Bawag PSK, PayLife and Diners Club CSV files

1.2

01-06-2017

Enhanced CSV Import

  • Imports CSV files from other financing apps and banks
  • Exports transactions as CSV file

More New Features

  • Adds payee and number field to transactions

Bug Fixes

  • Fixes issue where introduction was not shown the first time the app was launched
  • Fixes a crash when swiping from left to right in portrait orientation on iPad

1.1.1

14-04-2017

  • Adds Quick Actions to create new transaction for the first 4 journals
  • Makes it easier to update the amount of existing transaction
  • Imports currencies from CSV files
  • Fixes bug where attachment disappeared

1.1

12-04-2017

  • Lock on Exit: You can now lock the app with the device passcode and your fingerprint.

Enhancements

  • Better syncing while the app is in the background
  • Improved German translation
  • Improved transaction search
  • Fixes layout issue on iPad while searching transactions
  • Fixes a time zone issue where transaction date is wrong
  • Fixes an issue where the amount of a posting was not negative for pre-filled expense transactions
  • Fixes bug where account balance is out-of-date if transaction becomes due while the app is in the background

1.0

08-03-2017

First release on the App Store.

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